Amazon triples Nvidia GPU order amid surging AI demand
Amazon and Nvidia announced an expanded partnership on Wednesday that will add 2 million Nvidia GPU chips to Amazon’s data centers, according to TechCrunch. The chips, including Nvidia’s Blackwell Ultra, Rubin, and Rubin Ultra GPUs, are set to arrive at Amazon Web Services data centers in 2027 and 2028.
The deal comes just five months after Amazon agreed to deploy more than 1 million Nvidia GPUs across AWS starting this year. Nvidia said in a statement that demand has exceeded expectations since that earlier agreement. Neither company disclosed financial terms, but TechCrunch reported the deal is likely worth tens of billions of dollars given GPU unit costs.
The expanded partnership goes beyond chip purchases. Nvidia said its networking hardware, open models, CPUs, data processing software, and robotics platform will also be integrated across AWS. The companies cited surging demand from startups, enterprises, AI labs, and governments as driving the closer collaboration.
Notably, the deal proceeds even as Amazon builds its own AI chips, including Trainium processors and Arm-based Graviton CPUs, to reduce dependence on Nvidia. Amazon has said its custom chip business has crossed a $25 billion annualized revenue run rate, backed by $225 billion in commitments from AI labs including Anthropic and OpenAI.
Nvidia CFO Colette Kress said the company will also send an unspecified number of Vera CPUs to AWS, some paired with Rubin chips. Kress said Vera is expected to be deployed by every major hyperscaler, neocloud, AI lab, and system OEM, with shipments underway to partners including Oracle and SpaceXAI.
The partnership extends to Amazon’s warehouse robotics, with AWS adopting Nvidia’s physical AI stack including Omniverse, Cosmos, Isaac, and Jetson. On the enterprise side, AWS will host Nvidia’s Nemotron open models on Amazon Bedrock and SageMaker.
Nvidia reported second-quarter sales of $96.2 billion, with data center revenue reaching $89 billion, up 117% year over year. The company forecast third-quarter revenue of $108 billion and said it has committed $279 billion to secure supply and manufacturing capacity, up from $119 billion last quarter.
Based on reporting by techcrunch.com.
